At RetireInvest Darwin, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

RetireInvest Darwin has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

 
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Glen Boath*

Authorised Representative

Proprietor / Senior Financial Planner

CFP®, B.Bus, Dip.FP, FFPA

Glen Boath*

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Glen Boath*

Authorised Representative

Proprietor / Senior Financial Planner

CFP®, B.Bus, Dip.FP, FFPA

Glen is committed to the Territory. A born and bred Darwinian, Glen has been actively involved in providing financial advice in Darwin since 1989. With over 20 years experience, Glen has the skills and expertise required to assist clients through life's journey, including all the ups-and-downs that come with it!

Whilst adopting a holistic approach to financial planning, Glen specialises in developing customised superannuation and retirement strategies, maximising Centrelink benefit entitlements and safe guarding business owners and individuals via a range of risk management strategies.

Glen is a Certified Financial Planner (CFP) which is the highest level of professional certification that a Financial Planner can achieve in Australia. He also holds a Bachelor of Business degree with majors in Finance and Banking, and a Diploma in Financial Planning.

Glen is also a practitioner member of the Financial Planning Association and was a recipient of the FPA Fellow Award 2010. This was in recognition of his outstanding contribution as Chairman of the FPA Northern Territory Chapter, a position Glen held from 2004 to 2012. Glen is the only FPA Fellow in the Northern Territory and is well respected among his peers.

Typically Glen's clients are referred to him by his existing loyal client base and a range of business professionals with whom he has established a well developed network of trust in the local area.

Glen is an active member of the RI Advice network of practices. In 2012 he was elected by peers to represent the Queensland and NT Proprietors on the RI Proprietors Advisory Council, and has been appointed as the national Chairman since 2015.

Outside of work, Glen enjoys coaching football with the Nightcliff Tigers Football Club.

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Marco Pandini

Adviser Assistant

ADV Dip.FP

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Marco Pandini

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Marco Pandini

Adviser Assistant

ADV Dip.FP

Marco’s role is to support our Financial Planner by undertaking investment and insurance research as well as assisting with the preparation and implementation of advice for new clients. Marco has a high level of attention to detail and excels in his ability to ensure our clients strategies are implemented with technical accuracy.

Having worked in the financial services industry for over 20 years, Marco has accumulated a broad range of skills and experience. His background includes prior positions as an investment consultant and trader on financial markets for a leading banking institution in Italy. He has attained a Diploma in Financial Planning in 2014 and, more recently, an Advanced Diploma of Financial Planning in 2016.

In June 2016, Marco was appointed as an Authorised Representative of RI Advice Group and he is available as an alternate point of contact to assist clients with any product queries or concerns.

Outside of work Marco loves going for a spin on his motorbike, spending quality time with his family, and cooking tasty Mediterranean dishes for his friends (and occasionally his workmates!).

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Aimie Jessep

Practice Manager

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Aimie Jessep

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Aimie Jessep

Practice Manager

As our Practice Manager, Aimie is responsible for overseeing the smooth and efficient running of our day to day operations. This includes the placement of and any changes to our clients existing investments, superannuation and insurance products.

She is committed to working closely with both Advisers and support staff to ensure that our team delivers the highest level of service to our valued clients.

Aimie has over 15 years of administrative experience and over 5 years within the financial planning industry. Aimie can assist with any administrative/non-advice related queries, supervising and managing the workflow online since relocating to Toowoomba.

Aimie has a friendly and professional demeanour and genuinely cares about the welfare of our clients. She gets great satisfaction from ensuring that everyone has a positive experience when they deal with RetireInvest Darwin.

Outside of work you will find Aimie sitting front row cheering on her daughter’s soccer team, spending time with her husband and two children or enjoying a wine and catch up with friends.

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Tracy Fellows

Client Services Manager

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Tracy Fellows

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Tracy Fellows

Client Services Manager

Tracy is responsible for ensuring that all administrative tasks are executed accurately and efficiently. This includes the placement of any changes to our clients existing investments, superannuation and insurance products. Additionally Tracy is responsible for the collation of review documents for existing clients who benefit from our Ongoing Service program.

Tracy can assist with any administrative/non-advice related queries

Outside of work Tracy enjoys spending quality time with her family, watching her son race karts at Hidden Valley and helping her husband with the never-ending home renovations.